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Lake Street Advisors Group’s Waste Management WM Stock Holding History

Lake Street Advisors Group’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$759K Buy
3,762
+31
+0.8% +$6.66K 0.04% 259
2024
Q3 		$775K Buy
3,731
+7
+0.2% +$1.46K 0.04% 252
2024
Q2 		$794K Buy
3,724
+199
+6% +$41.4K 0.04% 253
2024
Q1 		$751K Sell
3,525
-219
-6% -$43K 0.04% 269
2023
Q4 		$671K Buy
+3,744
New +$628K 0.03% 281

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lake Street Advisors Group's WM Position: Q4 2024 in Review

Lake Street Advisors Group increased its Waste Management (WM) stake by 0.83% in Q4 2024, buying an estimated $6.66K and bringing the position to 3,762 shares worth $759K. The position accounts for 0.04% of the portfolio, ranked #259.

Lake Street Advisors Group first reported a position in WM in Q4 2023 and has held it in 5 quarters since. The position peaked at $794K in Q2 2024. 2,130 funds tracked by Wall St. Rank hold WM as of Q4 2024.

  • Lake Street Advisors Group held 3,762 shares of Waste Management worth $759K as of Q4 2024.
  • Lake Street Advisors Group bought 31 Waste Management shares in Q4 2024, an estimated $6.66K.
  • Waste Management made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #259 holding.
  • Lake Street Advisors Group first reported a position in Waste Management in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Waste Management position peaked at $794K in Q2 2024.
  • 2,130 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.